Insurance and wealth management in San Diego, California

Oliver Stahl - State Farm Insurance Agent is a trusted insurance agency located at 2621 Denver Street in San Diego, California. Our mission is to provide comprehensive insurance coverage to the residents of San Diego and surrounding areas, including Chula Vista, North Park, Lemon Grove, Carlsbad, Clairemont, and UTC/La Jolla. With over 9 years of experience in the financial industry, we are dedicated to safeguarding your assets and ensuring your future security. Our team, led by experienced professionals like Amber Day, is committed to helping you manage the risks of everyday life, recover from the unexpected, and realize your dreams. We offer a wide range of insurance and financial services, including auto insurance quotes, life insurance, and annuities. Our bilingual services in English and Spanish ensure that we can cater to the diverse needs of our clients.

Pacific Beach Insurance Service is a trusted insurance agency located at 1135 Garnet Avenue in beautiful San Diego, California. With a commitment to providing personalized and comprehensive insurance solutions, our team of experienced professionals is dedicated to helping you protect what matters most. Whether you are looking for coverage for your home, auto, business, or life, we are here to guide you through the process and find the best policy to fit your needs. Contact us today to learn more about how we can help you safeguard your future.

Zazzera Financial & Insurance Services Inc is a reputable insurance agency located in San Diego, California. With a prime location at 3737 Camino del Rio South, this institution offers a wide range of financial and insurance services to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for auto, home, life, or business insurance, Zazzera Financial & Insurance Services Inc has you covered. Contact them today to discuss your insurance needs and secure your financial future.

Baja-Mex Insurance Services, Inc. is a multi-faceted institution located in San Diego, California. As a finance and insurance agency, they offer a wide range of services to meet the diverse needs of their clients. Whether you are looking for insurance coverage, financial planning, or assistance with travel arrangements, Baja-Mex Insurance Services, Inc. has you covered. Conveniently located at 4575 Camino De La Plaza, this institution also offers parking facilities for added convenience. Trust Baja-Mex Insurance Services, Inc. to provide you with top-notch service and expert advice for all your financial and insurance needs.

Kindred Insurance Solutions is a reputable health insurance agency located at 2309 National Avenue in San Diego, California. We specialize in providing comprehensive and personalized insurance solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families find the right coverage at the best possible rates. Whether you are looking for health insurance for yourself or your loved ones, Kindred Insurance Solutions is here to help you navigate the complex world of insurance and find the perfect policy for your needs. Contact us today to learn more about how we can assist you in protecting your health and financial well-being.

Western & Southern Life Insurance Company is an insurance agency located at 15373 Innovation Drive in San Diego, California, United States. Our team is dedicated to helping you plan for your financial future by offering a variety of products tailored to your specific needs. Whether you are looking for life insurance, retirement planning, or investment options, we are here to guide you every step of the way. At Western & Southern Life, we provide personalized guidance and solutions to help you achieve your financial goals. Explore our financial tools, educational articles, and interactive calculators to make informed decisions about your finances. We are committed to bringing you the highest quality products and services to secure your family's future.

Means Financial & Insurance Services is a reputable insurance agency located at 16787 Bernardo Center Drive in San Diego, California. With a team of experienced professionals, we provide a wide range of insurance services to meet the needs of individuals and businesses alike. From life insurance and health insurance to home and auto insurance, we strive to offer personalized solutions that provide peace of mind and financial security. Our dedication to customer service and expertise in the industry sets us apart as a trusted partner in protecting what matters most. Visit us today to learn more about how we can help you with your insurance needs.

Falcon West Insurance Brokers, located at 2525 Camino del Rio South in San Diego, California, is a premier insurance agency specializing in designing insurance programs for business and personal liabilities, property, and worker’s compensation. With over 40 years of experience, our friendly and knowledgeable staff has earned the trust of thousands of customers by crafting custom coverage solutions tailored to their needs. As an independent agency with offices in both San Diego and Minneapolis, we work with clients nationwide to address their insurance challenges and provide personalized service. Our team of experts offers advice on the proper insurance coverages to protect your assets and manage risks, ensuring your peace of mind. At Falcon West, we prioritize building personal relationships with our clients and always strive to act in their best interests. Contact us today to learn more about how we can help you manage your insurance needs effectively.

Guardian Life Insurance Co-America, located at 7676 Hazard Center Drive in San Diego, California, is an insurance agency that offers a variety of insurance plans and policies to help individuals thrive in the present while preparing for the future. The institution recently announced a record-breaking $1.398 billion dividend allocation for participating policyholders, showcasing their dedication to promoting well-being. With a reputation for delivering on promises, Guardian has been recognized by organizations such as the Human Rights Campaign, DALBAR, and J.D. Power. Their commitment to customer service excellence is evident through their J.D. Power 2022 Certified Customer Service Program recognition.

SMART Solutions Financial & Insurance Services, Inc. is a comprehensive financial institution located in the heart of San Diego, California. Specializing in accounting, finance, insurance, and real estate services, we are dedicated to providing our clients with smart solutions to their financial needs. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals through personalized and tailored services. Whether you are looking for assistance with taxes, investments, insurance, or real estate transactions, SMART Solutions is here to help. Visit us at 4644 El Cajon Boulevard to learn more about how we can assist you in securing your financial future.

WestPac® Wealth Partners in San Diego is a leading finance and insurance agency located at 5280 Carroll Canyon Road. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking for wealth management, retirement planning, or insurance solutions, we are here to provide personalized strategies tailored to your specific needs. Contact us today to learn more about how we can help you build and protect your wealth.

Todd Financial & Insurance Services, Inc. is a reputable finance, health, and insurance agency located at 7676 Hazard Center Drive in San Diego, California, United States. With a dedicated team of professionals, we offer a wide range of financial and insurance services to meet the needs of our clients. Whether you are looking for assistance with retirement planning, health insurance coverage, or investment strategies, our experienced advisors are here to help. Trust Todd Financial & Insurance Services, Inc. to provide you with personalized solutions to secure your financial future and protect your health and assets.

Jack E Stephens - Estate and Family Trust Attorney is a reputable law firm located in San Diego, California. Specializing in estate planning and family trust matters, our experienced attorneys provide personalized legal services to help clients protect their assets and ensure their loved ones are taken care of in the future. With a focus on professionalism and integrity, we strive to offer comprehensive legal solutions tailored to meet the individual needs of each client. Visit us at 12526 High Bluff Drive to discuss your estate planning needs with our dedicated team of attorneys.

Milda Goeriz, Trust and Estate Planning Attorney is a reputable institution located at 11622 El Camino Real in San Diego, California. Specializing in accounting, finance, and legal services, Milda Goeriz offers expert advice and guidance in trust and estate planning. With years of experience and a commitment to providing personalized solutions for each client, Milda Goeriz is dedicated to helping individuals and families navigate the complexities of estate planning with confidence and peace of mind. Trust Milda Goeriz to provide comprehensive and reliable services for all your trust and estate planning needs.

Kaplan Professional Insurance & Securities School is a prestigious institution located at 9055 Balboa Avenue in San Diego, California, United States. As a leading school in the field of insurance and securities, we offer comprehensive programs and courses designed to prepare students for successful careers in the industry. Our experienced faculty members provide top-notch education and training to help students excel in their chosen field. With a commitment to excellence and a focus on practical skills development, Kaplan Professional Insurance & Securities School is the ideal choice for individuals looking to advance their knowledge and expertise in the world of insurance and securities.

At Oath - San Diego Estate Planning & Investment Attorneys, we specialize in providing expert legal advice and guidance in the areas of estate planning and investments. Our experienced team is dedicated to helping our clients protect and grow their wealth through strategic planning and sound financial decisions. Located at 9655 Granite Ridge Drive in San Diego, California, our institution offers personalized services tailored to meet the unique needs of each individual client. Whether you are looking to create a comprehensive estate plan or seeking advice on investment opportunities, our team of skilled attorneys is here to help you navigate the complex world of finance and law. Trust Oath to be your partner in securing your financial future.

Bill Rosalino - State Farm Insurance Agent is located at 1520 El Camino Real in San Clemente, California. Bill has been with State Farm since 1982, bringing years of experience and expertise to his agency. After serving in Vietnam, Bill graduated with a BS in Business Finance and Real Estate from California State University at Long Beach. With a focus on areas such as Mission Viejo, San Juan Capistrano, Rancho Santa Margarita, Laguna Niguel, and San Clemente, Bill is dedicated to putting his customers' needs first. Whether you are in the Bay area or San Diego, Bill is here to help with your insurance needs.

Farmers Insurance - Laurie Sloan Kotecki is an insurance agency located at 1012 South Coast Highway, Oceanside, California, United States. At the Laurie Sloan Kotecki Agency, they take pride in providing great insurance to the people of Oceanside, San Diego County, and the state of California. With a background in small business ownership of over 65 years, they offer a range of insurance options including home, auto, business, and life insurance. The agency is committed to ensuring that clients are properly protected no matter what challenges life may bring. Laurie Sloan Kotecki, the owner, has a wealth of experience as a former small business owner and performer, allowing her to understand and address the unique needs of her clients. Customer service is a top priority at the agency, with a focus on making sure clients are properly covered and can rest easy knowing their insurance needs are met. Whether you are a new homeowner, starting a business, or looking to review your insurance coverage, the agency is dedicated to helping you navigate the insurance options available. Contact Farmers Insurance - Laurie Sloan Kotecki for personalized assistance with your insurance needs.

Canter Wealth is a leading finance institution located at 7825 Fay Avenue in San Diego, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Canter Wealth is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

Wealth Financial Life Insurance Services is a reputable insurance agency located at 4225 Executive Square in San Diego, California. With a commitment to providing top-notch financial protection and peace of mind to individuals and families, our experienced team offers a wide range of life insurance services tailored to meet the unique needs of each client. Whether you are looking for term life insurance, whole life insurance, or other insurance products, we are dedicated to helping you secure your financial future. Contact us today to learn more about how Wealth Financial Life Insurance Services can help you protect what matters most.

Farmers Insurance - Jae Lee is an insurance agency located at 7825 Engineer Road, San Diego, California, United States. As your local Farmers agent, Jae Lee helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Jae Lee has the knowledge and experience to help you understand your coverage options. By providing personalized and straightforward service, Jae Lee aims to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Farmers Insurance - Jae Lee can help take the mystery out of selecting the right car insurance coverage for your needs and budget. They also offer competitive rates and insurance discounts to help you save money.

Debra Ruffalo, Insurance Agent at Virtuity Financial Partners, is a trusted insurance agency located in San Diego, California. With a focus on providing personalized and comprehensive insurance solutions, Debra Ruffalo is dedicated to helping clients protect their assets and loved ones. Whether you are in need of auto, home, life, or business insurance, Debra Ruffalo and her team are committed to finding the right coverage for your specific needs. Visit their office at 5151 Shoreham Place to speak with an experienced insurance agent and secure peace of mind for the future.

Fred Shadlow - State Farm Insurance Agent is a trusted insurance agency located at 7332 Casper Drive in San Diego, California. Our office is proud to be solar powered, showing our commitment to being a green neighbor in the community. With over 20 years of experience serving San Diego, our team, led by Mario Santos and Florencio Solano, is dedicated to providing the finest in personal service. We offer a range of insurance products, including life insurance and annuities issued by State Farm Life Insurance Company. Our team can also help you with pet insurance options through American Pet Insurance Company and ZPIC Insurance Company. In the event of a disaster, Joanne Bourbeau is ready to deploy her teams to assist, even creating a disaster plan that includes your beloved pets.

Alcon Insurance Agency is a reputable institution located at 9731 Siempre Viva Road in San Diego, California, United States. Specializing in accounting, finance, and insurance services, Alcon Insurance Agency is a trusted partner for individuals and businesses seeking comprehensive coverage and financial guidance. With a team of experienced professionals, this local government office provides personalized solutions to meet the unique needs of each client. Whether you are looking for insurance options or financial planning assistance, Alcon Insurance Agency is dedicated to helping you achieve your goals and secure your future.

Prudential | Roy Reese | Life Insurance & Financial Services is a reputable finance and insurance agency located at 7676 Hazard Center Drive in San Diego, California, United States. With a focus on providing top-notch life insurance and financial services, they are committed to helping clients secure their financial future. With a team of knowledgeable professionals, they offer personalized solutions tailored to each client's unique needs and goals. Whether you are looking to protect your loved ones with life insurance or plan for retirement, Prudential | Roy Reese | Life Insurance & Financial Services is dedicated to helping you achieve financial security and peace of mind.

Prudential | Bobby Koba | Life Insurance & Financial Services is a reputable finance and insurance agency located at 7676 Hazard Center Drive in San Diego, California, United States. Specializing in providing comprehensive life insurance and financial services, our experienced team is dedicated to helping clients secure their financial future and protect their loved ones. With a focus on personalized solutions and exceptional customer service, we strive to build long-lasting relationships with our clients and guide them towards achieving their financial goals. Contact us today to learn more about how we can assist you with your insurance and financial planning needs.

Prudential | Tyler Everhart | Life Insurance & Financial Services is a leading finance and insurance agency located at 7676 Hazard Center Drive in San Diego, California. With a focus on providing comprehensive life insurance and financial services, our team is dedicated to helping individuals and families secure their financial futures. Whether you are looking for life insurance coverage, retirement planning, or investment strategies, we are here to help you every step of the way. Contact us today to schedule a consultation and start planning for a more secure tomorrow.

Linoni Insurance and Financial Services Inc. is a trusted insurance agency located at 6541 Lusk Boulevard in San Diego, California. Specializing in providing a wide range of insurance products and financial services, our dedicated team is committed to helping clients protect what matters most to them. With a focus on personalized service and tailored solutions, we strive to ensure that our clients have peace of mind when it comes to their insurance needs. Contact us today to learn more about how we can assist you in securing your financial future.

Gerry Buenaventura, Bankers Life Agent and Bankers Life Securities Financial Representative, located at 16855 West Bernardo Drive in San Diego, California, offers a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Gerry can help you find the right coverage to meet your needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to start planning for the future now. Contact Gerry Buenaventura today to discuss your options and take the first step towards securing your financial future.

Hyma Gollamudi, Bankers Life Agent and Bankers Life Securities Financial Representative in San Diego, California, is a trusted insurance agency offering a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents are dedicated to helping you make informed decisions about your healthcare coverage. With the rising costs of healthcare and the need for long-term care becoming a reality for many, it is crucial to be prepared and have discussions with your loved ones. Contact us today to start planning for your future. Located at 16855 West Bernardo Drive, San Diego, CA, our team is here to help you every step of the way.